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Back玉晶光股價漲停 受惠iPhone18上市預期
玉晶光股價漲停 受惠iPhone18上市預期
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自由时报1 hour agoBusiness1 min readChinaView translation

玉晶光股價漲停 受惠iPhone18上市預期

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玉晶光(3406)今日股價開高直奔漲停,盤中飆漲94元至1055元,成交量逾4800張。受惠於iPhone18上市預期帶動光學族群強勢,外資近日賣超但投資人仍看好蘋果概念股營運向上。

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Why It Matters

玉晶光為台灣光學廠商,為蘋果供應鏈重要廠商,近期受惠於新機種上市預期帶動股價。

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玉晶光漲停。(取自官網)

〔記者歐宇祥/台北報導〕今日光學族群股價強勢,多檔光學個股帶量勁揚,光學大廠玉晶光(3406)受惠iPhone18上市,9月營收表現備受期待,今日股價開高震盪,直奔漲停,近10時,玉晶光股價飆漲停上漲94元,來到1055元,成交量逾4800張,漲停委買張數超過2800張。

蘋果(Apple)新機種上市,儘管因記憶體等零組件漲價,帶動整體售價提升,不過高階機種18 pro仍熱賣,讓蘋鏈9月營運成績備受市場期待,其中玉晶光是純度很高的蘋果概念股,有望帶動營運向上;另在CPO(共同封裝光學)則有數項產品驗證與開發中。

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不過,上週五(2日)外資賣超玉晶光484張、投信買超316張、自營商買超28張,三大法人合計賣超140張;2日當沖成交量則為3004張,佔比62.4%,近日熱度增溫,投資人應留意後續股價波動。

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What to Watch

AI outlook — possibilities, not facts

  • 玉晶光9月營運成績將優於預期

    Possible · Within weeks

Open Questions

  • iPhone18實際上市時間與銷售表現如何?
  • 玉晶光在CPO領域的產品驗證進度為何?
  • 外資賣超是否代表機構對短期股價的擔憂?

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